Zurück zur Zukunft - Tech-News und Business Models

Stromausfall Berlin

https://www.tagesspiegel.de/berlin/mysterium-vulkangruppe-eine-serie-von-anschlagen--und-ein-russlandverdacht-15105220.html

https://www.threads.com/@footstepsoffriends/post/DTF0ZCnjNeq

Maduro und Prediction Markets

https://www.axios.com/2026/01/03/maduro-capture-bets-trade-prediction-markets

https://x.com/SweetcheeksReal/status/2007406093316559287

Meta kauft Manus

https://www.wsj.com/tech/ai/meta-buys-ai-startup-manus-adding-millions-of-paying-users-f1dc7ef8

Yann LeCun tritt nach

https://the-decoder.de/lecun-vor-meta-abschied-meta-hat-llama-4-benchmarks-frisiert-und-die-ki-abteilung-steckt-in-der-krise/

Nvidia "kauft" Groq

https://www.thestreet.com/economy/nvidia-makes-boldest-move-yet-and-the-fallout-begins

OpenAI Hardware

https://in.mashable.com/tech/104109/openais-mystery-device-by-jony-ive-could-be-a-pen-new-leak-reveals

https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/

Alibaba Qwen

https://the-decoder.com/alibabas-new-qwen-models-can-clone-voices-from-three-seconds-of-audio/

Deepseek - chinesische Innovation im Training https://archive.ph/2026.01.02-005155/https://www.bloomberg.com/news/articles/2026-01-02/deepseek-touts-new-training-method-as-china-pushes-ai-efficiency

YouTube AI-Gaming

https://www.engadget.com/ai/youtube-is-letting-creators-make-playable-games-with-a-gemini-3-tool-195500318.html

AI: Produktivität Development und Arbeitswelt

https://x.com/karrisaarinen/status/2007534281011155419

https://the-decoder.com/google-engineer-says-claude-code-built-in-one-hour-what-her-team-spent-a-year-on/

BYD überholt Tesla

https://www.theguardian.com/business/2026/jan/02/china-byd-tesla-worlds-biggest-electric-car-seller-elon-musk-donald-trump-ev

Grok - Elons CSAM-Bot

https://www.theguardian.com/technology/2026/jan/02/elon-musk-grok-ai-children-photos

Bari Weiss und der Sellout von Journalismus

https://www.npr.org/2025/12/22/g-s1-103282/cbs-chief-bari-weiss-pulls-60-minutes-story

Buchtipp

https://www.amazon.de/-/en/Genetic-Lottery-Matters-Social-Equality/dp/0691190801

00:15 Einführung
03:40 Review der Prognosen und Vorhersagen für 2025
19:01 Größter Durchbruch 2025
28:05 Größter „Noch-nicht-Durchbruch“ 2025
34:23 Entwicklungen mit dem größten Einfluss auf das nächste Jahrzehnt
43:50 Welches Produkt oder Feature hat das Leben 2025 unerwartet verbessert?
51:17 Welches Ereignis hat das Jahr 2025 am meisten geprägt?
54:49 Was war das unerwartetste Ereignis im Jahr 2025?
01:00:35 Ethisches Dilemma des Jahres 2025
01:05:40 Firma mit der größten Erfolgsgeschichte 2025
01:10:25 Held des Jahres 2025
01:14:32 Bösewicht des Jahres 2025
01:18:16 Am meisten overhyped Thema 2025
01:23:51 Firma, die 2025 ihren Glanz verloren hat
01:26:51 Der größte Flop im Jahr 2025
01:31:50 Deine Lieblingstools in 2025
01:35:13 Buchempfehlungen von 2025

AI als Person des Jahres: Die Architekten der KI

https://time.com/7339685/person-of-the-year-2025-ai-architects/

Nvidia mit H200 nach China

https://www.theinformation.com/articles/deepseek-using-banned-nvidia-chips-race-build-next-model

https://www.cnbc.com/2025/12/10/nvidia-report-china-deepseek-ai-blackwell-chips.html

Meta Avocado und Abschied von Open Source

OpenAI: GPT 5.2 überzeugt

https://openai.com/index/introducing-gpt-5-2/

Disney mit OpenAI-Partnerschaft

https://techcrunch.com/2025/12/11/disney-signs-deal-with-openai-to-allow-sora-to-generate-ai-videos-featuring-its-characters/

https://www.linkedin.com/feed/update/urn:li:activity:7405318346063380481/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7405318346063380481%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.threads.com/@carnage4life/post/DSOcOdECRPQ

https://techcrunch.com/2025/12/11/disney-hits-google-with-cease-and-desist-claiming-massive-copyright-infringement/

EU-Ermittlungen gegen Google-Crawler

https://archive.ph/qvvc0#selection-1561.0-1573.177

Cursor vs. Figma: Moats und Wettbewerb

https://techcrunch.com/2025/12/09/why-cursors-ceo-believes-openai-anthropic-competition-wont-crush-his-startup/

https://www.wired.com/story/cursor-launches-pro-design-tools-figma/

Agentic AI-Foundation

https://openai.com/index/agentic-ai-foundation/

Rivian-Chips

https://rivian.com/newsroom/article/rivian-unveils-custom-silicon-next-gen-autonomy-platform-deep-ai-integration

SpaceX IPO

https://www.bloomberg.com/news/articles/2025-12-09/spacex-said-to-pursue-2026-ipo-raising-far-above-30-billion

Australisches Social Media Verbot

https://www.theguardian.com/australia-news/2025/dec/09/australia-under-16-social-media-ban-begins-apps-listed

https://www.bbc.com/news/articles/cwyp9d3ddqyo

https://www.theguardian.com/australia-news/2025/dec/13/will-other-countries-follow-australia-social-media-ban-under-16s

Roblox... https://podcasts.apple.com/au/podcast/we-asked-robloxs-c-e-o-about-child-safety-it-got-tense/id1528594034?i=1000737780180

Prediction Markets = Legalisierung von Gambling?

https://www.axios.com/2025/12/02/cnn-kalshi-prediction-market-data

https://techcrunch.com/2025/11/20/source-kalshis-valuation-jumps-to-11b-after-raising-massive-1b-round/

https://techcrunch.com/2025/11/01/coinbase-ceo-brian-armstrong-trolls-the-prediction-markets/ 

https://www.bloomberg.com/news/articles/2025-12-11/coinbase-ready-to-launch-prediction-markets-tokenized-stocks

Buchtipp

https://www.amazon.de/When-Everyone-Knows-That-Knowledge/dp/0241618827

00:00 Einführung

05:56 Netflix' Mega-Deal: Die Übernahme von Warner Bros.

https://www.linkedin.com/posts/alexanderbraun_netflix-acquires-warner-bros-and-hbo-for-activity-7403693589278629888-quOT

https://archive.ph/i7fO6#selection-2113.0-2113.310

https://www.bbc.com/news/articles/cn815egjqjpo

20:43 Die Wahrnehmungskrise: Deepfakes, KI-Videos und manipulierte Realität

https://www.theguardian.com/society/2025/dec/05/ai-deepfakes-of-real-doctors-spreading-health-misinformation-on-social-media

https://www.bbc.com/news/videos/c4gjgwll6glo

https://klingai.com/global/

29:33 Apples AI-Strategie und Personalwechsel

https://edition.cnn.com/2025/12/06/tech/apple-tim-cook-leadership-changes

https://www.apple.com/newsroom/2025/12/apple-announces-executive-transitions/

https://www.apple.com/newsroom/2025/12/john-giannandrea-to-retire-from-apple/

https://www.threads.com/@juanbuis/post/DR1vHS_FAHE

33:39 Meta und der Wandel von Metaverse zu AI

https://www.bbc.com/news/articles/cvgk9rqx5kjo

https://www.wsj.com/tech/ai/meta-plans-to-shift-spending-away-from-the-metaverse-d0ac3b7f

https://www.nytimes.com/2025/12/04/technology/meta-cuts-metaverse-unit.html

https://fortune.com/2025/12/05/mark-zuckerberg-metaverse-layoffs-cuts-facebook-rebrand/

https://www.forbes.com/sites/cortneyharding/2025/12/04/requiem-for-the-metaverse-on-metas-missed-opportunity/

https://www.reuters.com/business/meta-delays-release-phoenix-mixed-reality-glasses-2027-business-insider-reports-2025-12-06/

40:53 OpenAI und der Code Red

https://archive.ph/2RUVN

https://the-decoder.com/altman-memo-new-openai-model-coming-next-week-outperforming-gemini-3/

https://www.eweek.com/newsletter/daily-tech-insider/2025-12-04/

https://www.theinformation.com/articles/happens-code-red-openai

https://www.reuters.com/business/openai-buys-stake-thrive-holdings-push-ai-into-accounting-it-services-2025-12-01/

https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html

49:37 Neue KI-Modelle & Agents von Google und Amazon

https://huggingface.co/deepseek-ai/DeepSeek-R1

https://mistral.ai/news/mistral-3

https://cloud.google.com/products/agent-builder

https://aws.amazon.com/blogs/aws/aws-devops-agent-helps-you-accelerate-incident-response-and-improve-system-reliability-preview/

https://aws.amazon.com/ai/machine-learning/trainium/

https://www.cnbc.com/2025/11/24/anthropic-unveils-claude-opus-4point5-its-latest-ai-model.html

01:04:22 Elon Musk und die Strafen für X

https://www.theguardian.com/technology/2025/dec/05/elon-musk-x-fined-eu-first-clash-under-new-digital-laws

https://www.npr.org/2025/12/05/nx-s1-5634694/x-musk-eu-fines

https://ec.europa.eu/commission/presscorner/detail/en/ip_25_2934

https://www.spiegel.de/netzwelt/usa-marco-rubio-bezeichnet-strafe-gegen-x-als-angriff-auf-amerika-a-bc8faffa-3264-4b4d-a282-20770d76a399

https://www.threads.com/@europa.maxima/post/DR9wBHiCOeg

https://www.threads.com/@yannlecun/post/DR9SEzzjUiL

https://www.threads.com/@europeandemocrats/post/DR9QkRYjKv0

01:08:34 Scarcity: Why Having Too Little Means So Much

https://www.hks.harvard.edu/centers/cid/publications/books/scarcity-why-having-too-little-means-so-much

Das Buch von Mullainathan & Shafir erklärt, warum Knappheit – egal ob Geld, Zeit oder Talente – unsere Denkweise fundamental verändert. Ein Plädoyer für mehr Empathie und Verständnis für die psychologischen Fallen der Armut. Pflichtlektüre für Tech-Leute.

OpenAI - Narrativ-Wechsel und $207 Mrd. Funding-Lücke

https://www.cnbc.com/2025/11/24/openai-hardware-jony-ive-sam-altman-emerson-collective.html

https://fortune.com/2025/11/25/sam-altman-openai-first-ai-hardware-device-apple-jony-ive-peace-calm/

https://openai.com/index/chatgpt-shopping-research/

https://www.ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88bad

AI-Moats

Perplexity: https://www.threads.com/@sufyanmaan/post/DRgGi6ADIsY

Vibe-Coding mit Base 44: https://open.spotify.com/episode/6BUlryRcO1Pu2cJw2k96Dd

Alibaba Smart-Glasses

https://www.bloomberg.com/news/articles/2025-11-27/alibaba-releases-quark-smart-glasses-with-its-qwen-ai-built-in

Der AI-Wettlauf:

Claude Opus 4.5 & Vibe Coding: https://www.anthropic.com/news/claude-opus-4-5, https://www.claude.com/customers/lovable

Flux 2: https://bfl.ai/blog/flux-2

https://www.businessinsider.de/gruenderszene/business/was-macht-black-forest-labs-das-ki-startup-mit-300-mio-frischem-kapital/

Fara 7b: https://www.microsoft.com/en-us/research/blog/fara-7b-an-efficient-agentic-model-for-computer-use/

Nano banana https://www.linkedin.com/feed/update/urn:li:activity:7397327460909940736/

https://www.threads.com/@saboo_shubham_/post/DRnAQg4j1ZC

NotebookLM Slidedecks & Infographics: https://chromeunboxed.com/google-slides-and-notebooklm-just-got-a-massive-design-upgrade-with-nano-banana-pro/

Genesis Mission: Amerikas KI-Mondlandung für die Wissenschaft

https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/

AI-Adoption

https://archive.ph/deRZG#selection-1321.1-1329.59

https://www.threads.com/@benedictevans/post/DRpV1tcDinF

https://archive.ph/BnZEu

https://www.threads.com/@techmeme/post/DRsfmmLEaw8

https://www.cnbc.com/2025/11/26/mit-study-finds-ai-can-already-replace-11point7percent-of-us-workforce.html

EU-Scam-Regulierung und Verantwortung der Plattformen

https://mashable.com/article/social-media-companies-held-liable-for-finance-scams-in-new-eu-rules

https://www.politico.eu/article/social-media-giants-meta-tiktok-liable-for-financial-scams-under-new-eu-law/

https://www.threads.com/@matthewfacciani/post/DRnkVMYErv9

https://www.science.org/doi/10.1126/science.adu5584

https://www.threads.com/@joaquincastrotx/post/DRndDyhEXq-

https://www.threads.com/@anneapplebaum2000/post/DRoPh1xDPG3
https://www.threads.com/@amandaagerd/post/DRm-NRlCOph

https://www.wiwo.de/technologie/digitale-welt/europaeische-cloud-initiative-nextcloud-chef-frank-karlitschek-gaia-x-ist-tot/30198440.html

https://en.wikipedia.org/wiki/Enshittification

00:15

Einführung

03:36

Nvidia liefert ab, kann die Märkte aber nur kurzfristig beruhigen

https://www.theguardian.com/technology/2025/nov/19/nvidia-earnings-ai-wall-street-relief1

https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers

Bubble or no bubble? Daten statt Vibes:

https://www.linkedin.com/posts/alexanderbraun_ai-is-in-a-bubble-is-it-really-here-activity-7397170846621978624-KZgD

3:34

Der Milliarden-Deal: Microsoft und Nvidia kaufen sich bei Anthropic ein

https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html

18:53

Googles KI-Offensive: Das neue Gemini 3 und Nano Banana Pro

https://blog.google/products/gemini/gemini-3/

https://blog.google/technology/ai/nano-banana-pro/

https://www.theverge.com/news/819431/google-shopping-ai-gemini-agentic-checkout-calling

https://www.businessinsider.com/salesforce-ceo-marc-benioff-gemini-3-praise-chatgpt-2025-11

https://www.threads.com/@theinformation/post/DRcusEKFVhs

32:31

Schatten-IT: Die Nutzung von AI-Tools in Unternehmen

https://www.spiegel.de/netzwelt/viele-fachkraefte-nutzen-ki-ohne-erlaubnis-ihrer-arbeitgeber-a-8cbda8c3-aac1-4c54-8f5e-e1bb151176b5

39:36

Meta Antitrust-Verfahren und Studien-Vertuschung

https://www.nytimes.com/2025/11/18/technology/meta-antitrust-monopoly-ruling.html

https://www.theguardian.com/technology/2025/nov/18/meta-antitrust-win-whatsapp-instagram

https://time.com/7336204/meta-lawsuit-files-child-safety/

https://economictimes.indiatimes.com/tech/technology/meta-buried-causal-evidence-of-social-media-harm-us-court-filings-allege/articleshow/125519040.cms

46:17

Algorithmic Bias auf LinkedIn: Geschlecht und Sichtbarkeit

https://www.theguardian.com/technology/2025/nov/22/bro-boost-women-find-linkedin-traffic-drives-if-they-pretend-to-be-men

51:58

Bezos kehrt zurück: 6,2 Milliarden für die physische KI-Revolution

https://www.nytimes.com/2025/11/17/technology/bezos-project-prometheus.html

56:46

Zurück in die 90er: Wie US-Sanktionen einen französischen Richter digital auslöschten

https://www.heise.de/en/news/How-a-French-judge-was-digitally-cut-off-by-the-USA-11087561.html

01:00:41

Überraschung - MAGA-Influencer auf X kommen meist nicht aus den USA

https://www.theguardian.com/us-news/2025/nov/23/rightwing-influencers-outside-us-x-twitter-tool

https://www.nytimes.com/2025/11/24/us/politics/x-twitter-location-maga-controversy.html

https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042/

https://www.threads.com/@transformativeadventures/post/DRaUwSCAfaG

01:02:36 Trumps (oder Putins) "Friedensplan"

https://www.cbsnews.com/news/trump-administration-proposed-28-point-russia-ukraine-peace-plan/

https://www.thedailybeast.com/gop-civil-war-erupts-over-trumps-garbage-peace-plan/

https://www.threads.com/@louis.vilardo/post/DRYf-uTDUWN

https://www.threads.com/@aaronparnas/post/DRYQewWEbgM

https://apnews.com/article/russia-ukraine-war-peace-plan-europe-witkoff-33545b140c5bfbbc5e9061a739802e54

01:07:31

Buchempfehlung: Robert Sapolsky, Determined, a Science of Life without Free Will https://www.amazon.com/Determined-Science-Life-without-Free/dp/0525560971

https://en.wikipedia.org/wiki/Determined:_A_Science_of_Life_Without_Free_Will

Serien-Empfehlung: Devs https://www.imdb.com/de/title/tt8134186/

Google-Verfahren

• Schadenersatz für Idealo: https://www.faz.net/aktuell/wirtschaft/erfolg-vor-landgericht-google-muss-idealo-465-millionen-schadenersatz-zahlen-accg-110780647.html
• EU-Ermittlungen Produktempfehlungen: https://www.bloomberg.com/news/articles/2025-11-13/google-hit-by-fresh-eu-probe-into-suspected-news-search-abuse https://www.emarketer.com/content/google-rule-change-hits-product-review-sites https://www.wsj.com/business/media/google-search-change-product-recommendation-websites-02394b79
• ...Gemini 3? https://www.businessinsider.de/wirtschaft/google-gemini-3-koennte-den-ki-wettlauf-grundlegend-veraendern/ https://generativehistory.substack.com/p/has-google-quietly-solved-two-of
• NotebookLM-Neuerungen: https://blog.google/technology/google-labs/notebooklm-deep-research-file-types/

Amazon: Unrechtmäßige Preiserhöhungen für Prime

https://www.chip.de/news/business/preise-erhoeht-prime-kunden-bekommen-jetzt-geld-zurueck_335e8e72-3819-4a30-8a25-d63a4bb2adcb.html

Meta: AI-Training widersprechen https://www.meinrecht.de/magazin/meta-ai-so-koennen-sie-der-nutzung-ihrer-daten-widersprechen

Cursor mit $29,3 Mrd. Bewertung https://www.wsj.com/tech/ai/the-ai-coding-startup-favored-by-tech-ceos-is-now-worth-29-3-billion-14c72c02

AI-Strategie: Vertical vs. Horizontal und Moats https://www.linkedin.com/feed/update/urn:li:activity:7395356100704829440/

OpenAI:

• ChatGPT 5.1: https://openai.com/index/gpt-5-1/ https://arstechnica.com/ai/2025/11/forget-agi-sam-altman-celebrates-chatgpt-finally-following-em-dash-formatting-rules/ https://www.linkedin.com/posts/emollick_these-examples-of-different-personalities-activity-7394598818828201985-RrF4
• Gema-Sieg wegen Sont-Text-Urheberrechtsverletzung https://www.theguardian.com/technology/2025/nov/11/chatgpt-violated-copyright-laws-german-court-rules

AI-Bubble: Dipping?

https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89

https://www.ibtimes.co.uk/michael-burry-shutters-scion-asset-management-renews-ai-bubble-warning-lord-rings-meme-1755908

https://www.reuters.com/business/media-telecom/peter-thiels-fund-offloaded-nvidia-stake-third-quarter-filing-shows-2025-11-17/

https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.html

Bitcoin-Dipp und Microstrategy unter Wasser https://de.finance.yahoo.com/nachrichten/micro-strategy-schulden-%C3%BCbersteigen-bitcoin-143040639.html

00:00:15 Einführung

00:03:31 Der "Big Short" gegen KI: Michael Burry wettet 1,1 Milliarden Dollar auf das Platzen der AI-Blase

https://www.theguardian.com/business/2025/nov/05/global-stock-markets-fall-sharply-over-ai-bubble-fears

https://www.businessinsider.com/why-michael-burry-big-short-nvidia-palantir-ai-bubble-stocks-2025-11

https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html

https://fortune.com/2025/11/04/big-short-investor-michael-burry-nvidia-palantir-puts-alex-karp/

https://archive.ph/2025.11.06-021815/https://www.bloomberg.com/news/articles/2025-11-05/openai-cfo-says-bubble-wary-market-needs-more-ai-exuberance

https://www.cnbc.com/amp/2025/11/06/sam-altman-says-openai-will-top-20-billion-annual-revenue-this-year.html

00:16:24 Apple gibt auf: 1 Milliarde Dollar pro Jahr für Google Gemini statt eigener Siri-KI

https://www.macrumors.com/2025/11/05/apple-siri-google-gemini-partnership/

https://9to5mac.com/2025/11/05/google-gemini-1-billion-deal-apple-siri/

00:20:41 Project Suncatcher: Google will KI-Rechenzentren ins Weltall schießen

https://blog.google/technology/research/google-project-suncatcher/

https://research.google/blog/exploring-a-space-based-scalable-ai-infrastructure-system-design/

00:25:29 Amazon vs. Perplexity: Ein Rechtsstreit um KI-Agenten

https://www.perplexity.ai/hub/blog/bullying-is-not-innovation

https://www.forbes.com/sites/johnkoetsier/2025/11/05/amazon-vs-perplexity-welcome-to-the-battle-for-the-future-of-commerce/

https://www.cnbc.com/2025/11/04/perplexity-ai-amazon-bullying-comet-browser.html

00:33:00 Neues im Reasoning: OpenAI, Claude und Kimi K2

OpenAI Interrupt Feature: https://help.openai.com/en/articles/6825453-chatgpt-release-notes

Anthropic Claude Introspection:- https://www.anthropic.com/research/introspection

Kimi K2 Thinking:

https://venturebeat.com/ai/moonshots-kimi-k2-thinking-emerges-as-leading-open-source-ai-outperforming

00:41:57 Skandale in der Zahlungsdienstleistungsbranche: Heidelpay/Unzer Gründer verhaftet https://www.heise.de/news/Operation-Chargeback-Grossangelegter-Betrug-mit-Kreditkartendaten-aufgedeckt-11061633.html

00:46:39 Scamming und die Rolle von Meta: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/

https://archive.ph/D9Pyx

00:53:59 20M Pre-Seed für Replika-Gründerin

https://techcrunch.com/2025/11/05/replika-founder-raises-20m-pre-seed-for-wabi-the-youtube-of-apps/

01:00:24 Elon Musks Billionen-Pay Package und seine Implikationen

https://fortune.com/2025/11/06/elon-musk-worlds-first-trillionaire-pay-package-tesla-pope/

https://on.ft.com/3LpFJV3

01:04:20 NSFW AI-generierte Country Songs fluten TikTok und Spotify

https://www.economist.com/culture/2025/10/09/x-rated-ai-generated-country-songs-are-taking-over-the-internet

https://holler.country/news/breaking/who-the-heck-is-breaking-rust-the-ai-generated-artist-topping-the-spotify-and-billboard-charts-with-walk-my-walk/

https://www.hearingthings.co/why-is-it-so-easy-to-flood-streaming-with-ai-slop/

https://savingcountrymusic.com/country-legend-don-williams-falls-victim-to-fake-ai-album/

01:05:57 Buchvorstellung: The Stoic Challenge, A Philosopher's Guide to Becoming Tougher, Calmer and More Resilient von William Irvine

Nvidia mit $5 Billionen Bewertung

https://finance.yahoo.com/news/jensen-huang-says-nvidia-visibility-213130540.html

Big Tech Quartalszahlen

• Alphabet: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
• Amazon: https://www.cnbc.com/2025/10/30/aws-q3-2025-earnings-report-amazon-cloud.html
• Microsoft: https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html https://www.cnbc.com/2025/10/29/microsoft-open-ai-investment-earnings.html

• Meta: https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

AI-Investitionen

https://www.cnbc.com/2025/10/31/tech-ai-google-meta-amazon-microsoft-spend.html

https://www.wsj.com/tech/ai/big-tech-is-spending-more-than-ever-on-ai-and-its-still-not-enough-f2398cfe?st=RKNoR2&reflink=desktopwebshare_permalink

Blast from the past:

• Nvidia investiert in Nokia: https://www.reuters.com/world/europe/nvidia-make-1-billion-investment-finlands-nokia-2025-10-28/
• Bending Spoons kauf AOL: https://www.forbes.com/sites/iainmartin/2025/10/29/aol-has-a-new-italian-owner-unicorn-startup-bending-spoons/
• PayPal-Partnerschaft mit OpenAI: https://www.cnbc.com/2025/10/28/paypal-openai-chatgpt-payments-deal.html

OpenAI IPO

https://www.threads.com/@carnage4life/post/DQig3f_DaSM https://archive.ph/thc09

Microsoft AI-Browser

Amazon-Entlassungen

Amazon Layoffs und Culture https://www.businessinsider.com/amazon-job-cuts-driven-by-culture-not-ai-says-ceo-2025-10

Social Media Regulierung

• China - nur für Experten: https://www.livemint.com/news/world/china-tightens-the-screws-influencers-now-need-degrees-to-speak-on-finance-health-law-11761619952479.html
• Australien - erst ab 16: https://www.bbc.com/news/articles/c89vjj0lxx9o
• Character AI - erst ab 18: https://www.bbc.com/news/articles/cq837y3v9y1o
• Grokipedia - nur für Red Pills: https://www.wired.com/story/elon-musk-launches-grokipedia-wikipedia-competitor/

Haus-Roboter aus Norwegen

https://sifted.eu/articles/1x-humanoid-robot-launch

https://www.youtube.com/watch?v=b_SNExtznd4

https://www.threads.com/@em3rging/post/DQo-QdSkoFr

Substrate ASML-Wettbewerber

https://www.reuters.com/world/asia-pacific/us-startup-substrate-announces-chipmaking-tool-that-it-says-will-rival-asml-2025-10-28/

Buchtipp: https://www.amazon.de/-/en/Eccentric-Orbits-Iridium-John-Bloom/dp/0802121683

00:00:15 Einführung

00:04:23 AWS-Ausfall und seine Auswirkungen

Quellen:

https://www.theguardian.com/technology/2025/oct/24/amazon-reveals-cause-of-aws-outage

https://jee.gr/how-us-east-1-took-europe-offline-and-why-gdpr-is-in-the-crosshairs/  

https://80.lv/articles/amazon-allegedly-replaced-40-of-aws-devops-workers-with-ai-days-before-crash

https://www.heise.de/news/AWS-Ausfall-Amazon-legt-vollstaendigen-Ursachenbericht-vor-10848208.html

00:13:15 OpenAI's Atlas Browser, Security-Issues, Guardrails

Quellen:

https://www.wired.com/story/openai-atlas-browser-chrome-agents-web-browsing/  

https://techcrunch.com/2025/10/23/openai-buys-sky-an-ai-interface-for-mac/

https://www.nytimes.com/2025/10/21/technology/openai-web-browser-atlas.html

https://brave.com/blog/unseeable-prompt-injections/

https://www.nytimes.com/2025/10/17/business/openai-sora-video-martin-luther-king-jr.html

https://techcrunch.com/2025/10/25/openai-reportedly-developing-new-generative-music-tool/

00:30:30 Neues von Google: Quantencomputing und Vibe Coding

Quellen:

https://blog.google/technology/research/quantum-echoes-willow-verifiable-quantum-advantage/

https://www.nature.com/articles/s41586-025-09526-6

https://www.creativereview.co.uk/google-pixel-vanilla-smartphones/

https://venturebeat.com/ai/googles-new-vibe-coding-ai-studio-experience-lets-anyone-build-deploy-apps

00:43:12 Meta's AI-Strategien und Kündigungen im AI Bereich

Quellen:https://www.nytimes.com/2025/10/22/technology/meta-plans-to-cut-600-jobs-at-ai-superintelligence-labs.

htmlhttps://www.nytimes.com/2025/10/23/technology/meta-layoffs-user-privacy.html

00:48:29 600 Tausend Jobs die bei Amazon nicht kreiertwerden

Quellen:  https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html 

https://www.theverge.com/news/803257/amazon-robotics-automation-replace-600000-human-jobs 

https://www.forbes.com/sites/rachelwells/2025/10/22/amazon-is-automating-600000-jobs-here-are-the-5-jobs-at-risk-in-2026/

00:51:22 Die Zukunft der KI und AGI

Quellen:https://www.dwarkesh.com/p/andrej-karpathy

https://fortune.com/2025/10/21/andrej-karpathy-openai-ai-bubble-pop-dwarkesh-patel-interview/

https://superintelligence-statement.org/

https://futureoflife.org/open-letter/pause-giant-ai-experiments/

https://time.com/7327409/ai-agi-superintelligent-open-letter/

https://www.cnbc.com/2025/10/22/800-petition-signatures-apple-steve-wozniak-and-virgin-richard-branson-superintelligence-race.html

01:00:48 Tesla und die Herausforderungen im Markt

Quellen:https://www.nytimes.com/2025/10/22/business/tesla-earnings-elon-musk.

htmlhttps://www.wsj.com/business/autos/tesla-tsla-q3-earnings-report-2025-653ea365

https://www.reuters.com/business/autos-transportation/teslas-big-gamble-that-introducing-new-models-no-longer-matters-2025-10-23/

https://www.bloomberg.com/news/articles/2025-10-24/how-tesla-is-betting-on-musk-s-robotaxis-and-robots-as-ev-sales-struggle

 https://www.cnbc.com/2025/10/23/cnbc-daily-open-teslas-increased-costs-outweighed-its-revenue-growth.html

 https://fortune.com/2025/10/23/tesla-earnings-stock-valuation-elon-musk-magic-premium/

01:06:04 Chinas Einfluss auf die US-Wirtschaft

Quellen:

https://www.aljazeera.com/economy/2025/10/27/us-china-hail-progress-in-trade-talks-as-trump-and-xi-set-to-weigh-deal

 https://www.npr.org/2025/10/26/nx-s1-5586646/us-china-trade-deal-drawing-closer     

https://www.bbc.com/news/articles/c1lqj5lz4geo

https://www.reuters.com/world/china/dutch-government-intervenes-chinese-owned-computer-chip-firm-nexperia-2025-10-12/

 https://www.tagesschau.de/wirtschaft/unternehmen/vw-lieferengpaesse-nexperia-100.html

01:09:25 Trump begnadigt Binance-Gründer

Quellen:https://www.nytimes.com/2025/10/23/technology/trump-pardons-cz-binance.html

01:11:44 Buchempfehlung: The Body Keeps The Score